PLSRX Mutual Fund
PLSRX Mutual Fund
NAV$10.31
AUM$684M
TER0.59%
Holdings490
See how much of PLSRX you already own
PLSRX Mutual Fund
NAV$10.31
Aristotle Strategic Income Fund Class I
AUM$684M
TER0.59%
Holdings490
See how much of PLSRX you already own
PLSRX Mutual Fund Overlap Analysis
PLSRX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
PLSRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 490 holdings, PLSRX may share significant positions with broad-market funds.
PLSRX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PLSRX tax-loss harvesting finds highly correlated but non-identical funds.